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HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 401k Plan overview

Plan NameHEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN
Plan identification number 506

HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Vision
  • Prepaid legal

401k Sponsoring company profile

HEALTH PARTNERS PLANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH PARTNERS PLANS, INC.
Employer identification number (EIN):232379751
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062019-01-01
5062018-01-01C. ERIC HUSS,EVP OF FIN.,ADMIN.,CFO2019-07-30 C. ERIC HUSS,EVP OF FIN.,ADMIN.,CFO2019-07-30
5062017-01-01
5062016-01-01
5062015-01-01
5062014-01-01
5062013-01-01
5062012-01-01ROLANDO J. PORTOCARRERO, SVP, CFO
5062011-01-01ROLANDO J. PORTOCARRERO, SVP, CFO
5062010-01-01MARTIN J. BRILL, SVP, FINANCECFO
5062009-01-01MARTIN J. BRILL, SVP, FINANCECFO
5062009-01-01MARTIN J. BRILL, SVP, FINANCECFO

Plan Statistics for HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN

401k plan membership statisitcs for HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN

Measure Date Value
2019: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,081
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
2018: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,115
Total number of active participants reported on line 7a of the Form 55002018-01-011,081
Total of all active and inactive participants2018-01-011,081
2017: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01928
Total number of active participants reported on line 7a of the Form 55002017-01-011,115
Total of all active and inactive participants2017-01-011,115
2016: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01849
Total number of active participants reported on line 7a of the Form 55002016-01-01928
Total of all active and inactive participants2016-01-01928
2015: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01703
Total number of active participants reported on line 7a of the Form 55002015-01-01849
Total of all active and inactive participants2015-01-01849
2014: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01639
Total number of active participants reported on line 7a of the Form 55002014-01-01703
Total of all active and inactive participants2014-01-01703
2013: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01595
Total number of active participants reported on line 7a of the Form 55002013-01-01639
Total of all active and inactive participants2013-01-01639
2012: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01526
Total number of active participants reported on line 7a of the Form 55002012-01-01595
Total of all active and inactive participants2012-01-01595
2011: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01214
Total number of active participants reported on line 7a of the Form 55002011-01-01526
Total of all active and inactive participants2011-01-01526
2010: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01204
Total number of active participants reported on line 7a of the Form 55002010-01-01214
Total of all active and inactive participants2010-01-01214
2009: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01204
Total of all active and inactive participants2009-01-01204

Form 5500 Responses for HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN

2019: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HEALTH PARTNERS PLANS, INC. LEGALCARE AND VISION BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number1141
Policy instance 2
Insurance contract or identification number1141
Number of Individuals Covered760
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,296
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,296
Insurance broker organization code?3
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7230001
Policy instance 1
Insurance contract or identification number7230001
Number of Individuals Covered305
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,583
Total amount of fees paid to insurance companyUSD $66
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedLEGAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $45,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,583
Amount paid for insurance broker fees66
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number1141
Policy instance 2
Insurance contract or identification number1141
Number of Individuals Covered805
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,137
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,137
Insurance broker organization code?3
Insurance broker nameNFP CORPORATE SERVICES (PA), INC.
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7230001
Policy instance 1
Insurance contract or identification number7230001
Number of Individuals Covered310
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,278
Total amount of fees paid to insurance companyUSD $41
Other welfare benefits providedLEGAL SERVICES INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $39,475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,278
Amount paid for insurance broker fees41
Additional information about fees paid to insurance brokerPERSISTENCY/RETENTION FEES
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7230001
Policy instance 1
Insurance contract or identification number7230001
Number of Individuals Covered217
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,955
Total amount of fees paid to insurance companyUSD $424
Other welfare benefits providedLEGAL SERVICES INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $29,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,955
Amount paid for insurance broker fees424
Additional information about fees paid to insurance brokerPERSISTENCY/RETENTION FEES
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number1141
Policy instance 2
Insurance contract or identification number1141
Number of Individuals Covered632
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,529
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,529
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7230001
Policy instance 1
Insurance contract or identification number7230001
Number of Individuals Covered182
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,557
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLEGAL SERVICES INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $25,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,557
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number1141
Policy instance 2
Insurance contract or identification number1141
Number of Individuals Covered521
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,025
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,025
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number1141
Policy instance 2
Insurance contract or identification number1141
Number of Individuals Covered470
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,423
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,423
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7230001
Policy instance 1
Insurance contract or identification number7230001
Number of Individuals Covered169
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,428
Total amount of fees paid to insurance companyUSD $11
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLEGAL SERVICES INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $24,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,428
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7230001
Policy instance 1
Insurance contract or identification number7230001
Number of Individuals Covered165
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,469
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLEGAL SERVICES INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $24,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,469
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number1141
Policy instance 2
Insurance contract or identification number1141
Number of Individuals Covered430
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,303
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,303
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7230001
Policy instance 1
Insurance contract or identification number7230001
Number of Individuals Covered139
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,014
Total amount of fees paid to insurance companyUSD $31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLEGAL SERVICES INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $20,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number1141
Policy instance 2
Insurance contract or identification number1141
Number of Individuals Covered387
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,954
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number1141
Policy instance 2
Insurance contract or identification number1141
Number of Individuals Covered87
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $439
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $439
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPORATION
FIRST COLONIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 29980 )
Policy contract number7230001
Policy instance 1
Insurance contract or identification number7230001
Number of Individuals Covered127
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,017
Total amount of fees paid to insurance companyUSD $104
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLEGAL SERVICES INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $18,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,017
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker name

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